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Invesco Bloomberg Pricing Power ETF
POWA

66 hedge funds and large institutions have $167M invested in Invesco Bloomberg Pricing Power ETF in 2020 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 25 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

20% more capital invested

Capital invested by funds: $140M → $167M (+$27.5M)

4.36% more ownership

Funds ownership: 53.41% → 57.77% (+4.4%)

3% more funds holding

Funds holding: 64 → 66 (+2)

20% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 25

Holders
66
Holders Change
+2
Holders Change %
+3.13%
% of All Funds
1.17%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
9
Increased
20
Reduced
25
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FEG
Financial Enhancement Group
Indiana
+$1.95M
2
Citadel Advisors
Citadel Advisors
Florida
+$711K
3
BAM
Belpointe Asset Management
Nevada
+$586K
4
KAS
Kestra Advisory Services
Texas
+$535K
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$526K

Top Sellers

Rank Fund Capital Flow
1
CA
Cetera Advisors
Colorado
-$2.67M
2
LPL Financial
LPL Financial
California
-$2.08M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.82M
4
FF
Fluent Financial
Texas
-$1.8M
5
BAM
Bruderman Asset Management
New York
-$1.33M
Name Holding Trade Value Shares
Change 		Change in
Stake
SS
26
Simplicity Solutions
Minnesota
$676K +$159K +2,767 +32%
TF
27
Trek Financial
Arizona
$651K – – –
AF
28
Advisornet Financial
Minnesota
$629K +$25.5K +445 +4%
BAM
29
Belpointe Asset Management
Nevada
$604K +$586K +10,203 New
Ameriprise
30
Ameriprise
Minnesota
$553K -$145K -2,535 -21%
AAS
31
Avantax Advisory Services
Texas
$552K -$270K -4,708 -34%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$543K +$526K +9,174 New
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$503K – – –
Wells Fargo
34
Wells Fargo
California
$502K -$71.5K -1,245 -13%
MA
35
MONECO Advisors
Connecticut
$495K +$37.5K +653 +9%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$481K +$4.71K +82 +1%
Goldman Sachs
37
Goldman Sachs
New York
$418K -$445K -7,750 -52%
RCA
38
Reitz Capital Advisors
Michigan
$407K -$61.7K -1,075 -14%
QCM
39
Quest Capital Management
Texas
$407K -$5.74K -100 -1%
FTUS
40
Flow Traders U.S.
New York
$362K +$351K +6,118 New
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$342K -$25.3K -441 -7%
Fiera Capital (Canada)
42
Fiera Capital (Canada)
Quebec, Canada
$339K – – –
MML Investors Services
43
MML Investors Services
Massachusetts
$315K -$23K -401 -7%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$309K -$1.1M -19,192 -79%
CA
45
Cetera Advisors
Colorado
$301K -$2.67M -46,463 -90%
FFN
46
Focus Financial Network
Minnesota
$295K – – –
RJFSA
47
Raymond James Financial Services Advisors
Florida
$291K – – –
ACM
48
AlphaStar Capital Management
North Carolina
$282K +$3.33K +58 +1%
CIA
49
Cascade Investment Advisors
Oregon
$271K -$1.44K -25 -0.5%
AIC
50
Ameritas Investment Company
Nebraska
$225K +$219K +3,810 New
1
2
3

POWA Hedge Fund Activity: Q4 2020 in Review

66 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Invesco Bloomberg Pricing Power ETF (POWA) for Q4 2020, worth a combined $167M — up 20% from $140M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new POWA positions and 4 closed out — a net gain of 5 holders — while 20 added to existing stakes and 25 trimmed.

The largest buyer was Financial Enhancement Group, adding an estimated $1.95M. The largest seller was Cetera Advisors, cutting an estimated $2.67M.

  • 66 institutional investors held Invesco Bloomberg Pricing Power ETF (POWA) as of Q4 2020, up from 64 in Q3 2020.
  • Funds reported $167M of Invesco Bloomberg Pricing Power ETF stock for Q4 2020, up 20% quarter-over-quarter.
  • 9 funds opened new Invesco Bloomberg Pricing Power ETF positions in Q4 2020 and 4 closed out, a net change of +5 holders.
  • The largest Invesco Bloomberg Pricing Power ETF buyer in Q4 2020 was Financial Enhancement Group, an estimated $1.95M added.
  • The largest Invesco Bloomberg Pricing Power ETF seller in Q4 2020 was Cetera Advisors, an estimated $2.67M sold.

Based on aggregated 13F filings for Q4 2020.